Aufman Associates’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Aufman Associates’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$490K	Buy	3,945 +4	+0.1%	+$508	0.24%	32
2025 Q4	$474K	Buy	3,941 +10	+0.3%	+$1.2K	0.24%	32
2025 Q3	$467K	Buy	3,931 +8	+0.2%	+$920	0.26%	33
2025 Q2	$429K	Buy	3,923 +8	+0.2%	+$827	0.26%	36
2025 Q1	$409K	Buy	3,915 +7	+0.2%	+$790	0.28%	33
2024 Q4	$450K	Buy	3,908 +22	+0.6%	+$2.63K	0.3%	31
2024 Q3	$455K	Buy	3,886 +9	+0.2%	+$1.02K	0.29%	31
2024 Q2	$413K	Buy	3,877 +8	+0.2%	+$856	0.29%	27
2024 Q1	$428K	Buy	3,869 +7	+0.2%	+$743	0.3%	27
2023 Q4	$418K	Sell	3,862 -125	-3%	-$12K	0.32%	25
2023 Q3	$376K	Hold	3,987	–	–	0.32%	26
2023 Q2	$397K	Buy	3,987 +8	+0.2%	+$762	0.33%	26
2023 Q1	$385K	Hold	3,979	–	–	0.33%	27
2022 Q4	$377K	Buy	+3,979	New	+$382K	0.35%	24

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Aufman Associates's IJR Position: Q1 2026 in Review

Aufman Associates increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.1% in Q1 2026, buying an estimated $508 and bringing the position to 3,945 shares worth $490K. The position accounts for 0.24% of the portfolio, ranked #32.

Aufman Associates first reported a position in IJR in Q4 2022 and has held it in 14 quarters since. 2,737 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Aufman Associates held 3,945 shares of iShares Core S&P Small-Cap ETF worth $490K as of Q1 2026.
Aufman Associates bought 4 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $508.
iShares Core S&P Small-Cap ETF made up 0.24% of Aufman Associates's portfolio in Q1 2026, its #32 holding.
Aufman Associates first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 14 quarters since.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Aufman Associates's 13F filing for Q1 2026, filed 15 May 2026.